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CSat Investment Advisory’s OneMain Financial OMF Stock Holding History

CSat Investment Advisory’s Portfolio OMF Stock Details OMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-597
Closed -$19K – 823
2020
Q3 		$19K Buy
597
+114
+24% +$3.25K ﹤0.01% 880
2020
Q2 		$12K Sell
483
-163
-25% -$3.71K ﹤0.01% 993
2020
Q1 		$12K Buy
646
+132
+26% +$4.92K ﹤0.01% 864
2019
Q4 		$22K Buy
514
+64
+14% +$2.59K 0.01% 760
2019
Q3 		$17K Buy
450
+98
+28% +$3.63K 0.01% 754
2019
Q2 		$12K Buy
+352
New +$11.5K ﹤0.01% 818

Other funds holding OMF

AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

CSat Investment Advisory's OMF Position: Q4 2020 in Review

CSat Investment Advisory sold out of OneMain Financial (OMF) in Q4 2020, closing a stake of 597 shares — an estimated $19K sold.

CSat Investment Advisory first reported a position in OMF in Q2 2019 and held it in 6 quarters. The position peaked at $22K in Q4 2019. 277 funds tracked by Wall St. Rank hold OMF as of Q4 2020.

  • CSat Investment Advisory reported no remaining OneMain Financial position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 597 OneMain Financial shares in Q4 2020, an estimated $19K.
  • CSat Investment Advisory first reported a position in OneMain Financial in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's OneMain Financial position peaked at $22K in Q4 2019.
  • 277 funds tracked by Wall St. Rank held OneMain Financial as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.